Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$7.16M Buy
67,859
+3,859
+6% +$407K 0.98% 12
2025
Q1
$7.12M Hold
64,000
1.08% 11
2024
Q4
$6.71M Buy
+64,000
New +$6.71M 1.69% 11